Chi-Rho Financial, LLC

Fee-Only (% of Portfolio)

Chi Rho Financial manages five private investment funds, primarily funds of funds, and a separate managed account. Chi Rho selects investment managers and allocates fund assets to them, aiming to generate investment returns while minimizing risk. The firm's investment strategy involves quantitative and qualitative analysis of managers, portfolio construction, and ongoing risk management.

Assets Under Management$1.2B
Clients6
Advisors6
Avg. per Client$200M
Avg. per Advisor$200M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6 Advisors at this firm

Chi-Rho Financial, LLC | TrueAdvisor